Tuesday, May 27, 2025

DealMakers

Ghost Bites (African Rainbow Capital | Altron | Barloworld | Blue Label Telecoms | Dis-Chem | Exemplar | Hyprop – MAS | Pick n...

Pick n Pay's turnaround will take longer than planned. Barloworld's numbers are a critical backdrop to the current offer. ARC Investments will take many shareholders into the unlisted space. Look out for Altron, Blue Label Telecoms, Dis-Chem, Exemplar and Renergen as well, along with Hyprop's potential play for MAS.

Nuances of the South African Listed Debt Market

Intengo Market brings you this overview of the South African listed debt market. Characterised by its unique structure, participant dynamics, and liquidity constraints, this is a space worth examining for institutional and retail investors alike

Ghost Bites (Accelerate Property Fund | Assura – Primary Health | AYO Technology | Finbond | ISA Holdings | Nampak | Powerfleet | Quantum...

Nampak's turnaround continues. Quantum Foods had a much better period. Sasol Oil will be paid billions by Transnet. Primary Health's bid is making Assura think. Accelerate Property Fund, AYO Technology, Finbond, ISA Holdings and Powerfleet also had updates.

The court of public opinion: does it matter?

Public backlash may be loud, but it appears as though capitalism has noise-cancelling headphones. Using SeaWorld and Duolingo as examples, Dominique Olivier examines whether the bark of social media outrage has any bite.

Ghost Bites (Investec | Life Healthcare | Pick n Pay | Shaftesbury | Shuka Minerals | Spear REIT | Tharisa)

Pick n Pay is still a loss-making business. Positive jaws at Investec looks encouraging. Life Healthcare is also on the up, along with Shaftesbury and Spear REIT. Tharisa had a rough interim period. Shuka Minerals makes its market debut.

Ghost Bites (Greencoat Renewables | Hammerson | Mahube Infrastructure | MultiChoice | Reunert | RFG | Sanlam – Tyme | Spear REIT | Southern...

MultiChoice's Canal+ deal gets the nod from the Competition Commission. Sanlam is doing a personal loans deal with Tyme. Spear REIT announced an acquisition. Hammerson is feeling bullish. Look out for Mahube Infrastructure, Reunert, RFG and Southern Sun as well. Greencoat Renewables is coming to the JSE.

UNLOCK THE STOCK: Astoria Investments

In the 53rd edition of Unlock the Stock, Astoria Investments returned to the platform to discuss the recent numbers and the growth strategy.

Ghost Bites (Alexander Forbes | Ethos Capital | Gemfields | Nutun | Renergen | Sasol | Stefanutti Stocks)

Renergen laughs in the face of cautionary announcement good practice with the ASP Isotopes offer. Sasol's capital markets day is worth a look. Numbers came in from Alexander Forbes, Ethos Capital, Nutun and Stefanutti Stocks. Gemfields released the prospectus for the rights offer.

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